US bond market to ‘stay under pressure’ as US Federal Reserve holds rates
The decision to hold interest rates at 4.25-4.5% comes one week after US President Trump demanded a rate cut
Monetary Policy
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Will bond yields stay higher for longer?
Rising likelihood of ‘higher for longer’ rates could make income assets more appealing
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Four views: Is it business as usual for fixed income?
Portfolio Adviser asks four experts if fixed income is returning to its more traditional role in portfolios as inflation risk falls
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Is the ECB ‘behind the curve’ with ‘hesitant’ interest rate cut?
Investors will likely ‘remain in the dark before each upcoming meeting’ until the end of the year, according to experts
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Will the European Central Bank cut interest rates faster than expected?
The bank is forecast to cut rates earlier than expected after being ‘spooked’ by a rapid fall in inflation
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Are fixed income funds the panacea, or are they too expensive?
Concerns have begun to emerge on valuation grounds, write Cherry Reynard
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FundCalibre: Infrastructure is on the comeback
‘Clear signs of a fightback’ as monetary policy returns
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Square Mile: Are falling US interest rates the panacea for bond funds?
The research team said looser monetary policy represents ‘a turning point’ for the asset class, but warns investors to ‘stay vigilant’
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UK unemployment data carves a ‘clear path’ for Bank of England
Wage growth slows but unemployment rate decreases
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RBC Bluebay’s Mark Dowding on diverging from the consensus
The CIO discusses why elections, geopolitical uncertainty and monetary policy change has created a fertile hunting ground for fixed income
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Ark Invest’s Cathie Wood: August’s key volatility drivers and which stocks will benefit
‘Disruptive innovation’ stocks will be turbulent but are set to outperform, according to the CIO
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Knacke’s money maps: Health is wealth
In his new monthly column, Ernst Knacke, head of research at Shard Capital, looks at the life sciences and biotech space